[SOP] Onboarding New AEs

Welcome Email #

• A Welcome Email is automatically sent to our new AEs once their payment is processed through Stripe, using Zapie.

Join Slack Workspace: #

• Have our AEs join our Slack Workspace using the link in the Welcome Email.
• If the previous link has expired, send a new one. To get the Slack Workspace link: 
• Open the Acquira Support Slack channel:

• In the top left select the drop-down arrow beside the workspace title.
• Select “Invite people to slack workspace”

• In the bottom left select “Copy invite link”

Check Slack to see if they’ve joined and mark the ‘Join Slack Workspace’ subtask as completed if they have.

Calendly for Onboarding Calls #

• In the Welcome Email, our AEs will find a link to schedule their Onboarding Call with Chip: https://calendly.com/chipallen.
• Check ClickUp to see if the AEs have completed their Onboarding Call tasks.
  • If not, please contact Chip to determine who has scheduled their Onboarding Call.

Add to ClickUp #

Please note that when a lead is tagged as “Send to ClickUp” in the “Add to ClickUp” field within Close, it will appear as ‘New’ under the AE List.

1. Access ClickUp:

1. Open ClickUp and navigate to the “Spaces” section.
2. Navigate to “AE’s” and click on it.
3. Access “AE Information”
4. Within the “AE Information”, locate “AE List”
5. Click on the “AE List” to view the list of AEs.
6. Check for New AEs: When a new lead comes in, it will be categorized as “To Do” on the AE List.

2. Create Task Lists for the AE:
   1. Head to “AE Tasks” and click the “+” button.
   2. Choose “Add from Template” and utilize the “AE Task Template”.
   3. Rename it with the client’s name and adjust the import as needed.
   4. Select to remap dates. Set today’s date as the start date and click on “Skip weekends”
   5. Mark the subtask as complete.
3. Add AE as a Guest to the Task List:
   1. Navigate to the AE’s task list.
   2. To the right of their name select the 3 dots to open the options and select “Sharing and Permissions”.
   3. Enter the AE’s email, assign the role as a “Guest”, and customize permissions from “Full” change to “Edit”.
   4. Mark the subtask as complete.
4. Assign Tasks to the AE:
   1. Filter the “Responsible” column as “AE”.
   2. Bulk-select on the tasks on the left-hand side.
   3. On the top, select the assignee.
   4. Select the AE’s name as the assignee to assign all the tasks.
   5. Mark the subtask as complete.
5. Include AE as a Guest in the LMS List:
   1. Navigate to the “AETraining Answers” list.
   2. Access the AE’s LMS list, to the right of their name select the 3 dots to open the options and select “Sharing and Permissions.”
   3. Enter in the AE’s email, adjust permissions from “Full” change to “Edit”, and mark the task as complete.
6. Add the AE to the Deal List:
   1. Open the deal space, access AE deals, 
   2. Add the AE to their respective deal list, open the options, and select “Sharing and Permissions.”
   3. Enter in the AE’s email, adjust permissions from “Full” change to “Edit”, and mark the task as complete.
7. Proceed to Add the AE to the Content Space:
   1. Enter the content repository space and configure sharing and permissions for view-only access.
   2. Repeat the process for AP calls and mark the task as done.

Add to Thinkific #

Note that the Software Technical Lead will add the new Accelerator’s access to Thinkific.

1. Log in to your Thinkific account using 1Password. Find the credentials under “Acquira @ Thinkific” in the Power Editor vault.
2. Begin by logging into your Thinkific admin dashboard.
3. Access the Users Section:
4. On the dashboard, you’ll find a sidebar menu. Click on “All Users”. This will take you to the user management area.
5. Add a User:
6. In the Users section, look for a “New User” button. Click on this to start the process of adding a new user.
7. Enter User Details:
8. You’ll be prompted to enter details about the user. This typically includes:
   • First and Last Name
   • Email Address
   • User Role (student, site admin, course admin, etc.)
9. Set Permissions (if applicable):
10. Depending on the role you are assigning, you may need to set specific permissions or enroll the user in certain courses manually.

Checkpoint #

Send Feedback form once the Onboarding Call has been completed.